Chico Wealth RIA

Est. AUM

$163.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Dimensional US Core Equity 2 ETF	ETF	$69.8M	1795130	42.61%	SOLE
2	Dimensional International Cr Eq Mkt ETF	ETF	$39.0M	1001616	23.84%	SOLE
3	Dimensional Emerging Core Equity Mkt ETF	ETF	$15.8M	466111	9.64%	SOLE
4	Dimensional US Core Equity Market ETF	ETF	$6.8M	149602	4.12%	SOLE
5	Dimensional SHRT DRT FXD Incm ETF	ETF	$4.5M	93864	2.75%	SOLE
6	Kla Corp	Common Stock	$4.5M	3033	2.73%	SOLE
7	TriCo Bancshares	Common Stock	$2.1M	43654	1.27%	SOLE
8	Lulus Fashion Lounge Holdings Inc	Common Stock	$1.8M	138103	1.07%	SOLE
9	Vanguard FTSE Developed Markets ETF	ETF	$1.7M	26498	1.04%	SOLE
10	Apple Inc	Common Stock	$1.6M	6166	0.96%	SOLE
11	SPDR Gold Shares ETF	ETF	$1.5M	3600	0.95%	SOLE
12	Iren LTD F	Common Stock	$1.0M	30000	0.63%	SOLE
13	Dimensional World Equity ETF	ETF	$848K	11497	0.52%	SOLE
14	Alphabet Inc Class A	Common Stock	$821K	2856	0.50%	SOLE
15	Caterpillar Inc	Common Stock	$820K	1157	0.50%	SOLE
16	Vanguard Total Stock Market ETF	ETF	$812K	2532	0.50%	SOLE
17	Valero Energy Corp	Common Stock	$785K	3179	0.48%	SOLE
18	Meta Platforms Inc Class A	Common Stock	$777K	1357	0.47%	SOLE
19	SPDR S&P 500 ETF Trust	ETF	$764K	1176	0.47%	SOLE
20	NVIDIA Corp	Common Stock	$754K	4325	0.46%	SOLE
21	Microsoft Corp	Common Stock	$752K	2031	0.46%	SOLE
22	Vanguard Short-Term Bond ETF	ETF	$651K	8304	0.40%	SOLE
23	Dimensional Emerging Markets Cr Eq 2 ETF	ETF	$630K	18235	0.38%	SOLE
24	Gallagher Arthur J & Co	Common Stock	$628K	2898	0.38%	SOLE
25	PG&E Corp	Common Stock	$599K	34117	0.37%	SOLE
26	Amazon.com Inc	Common Stock	$508K	2439	0.31%	SOLE
27	Berkshire Hathaway Class B	Common Stock	$500K	1043	0.31%	SOLE
28	Brown-Forman Corp	Common Stock	$464K	17556	0.28%	SOLE
29	BigCommerce Holdings Inc Ordinary Shares Series 1	Common Stock	$396K	148193	0.24%	SOLE
30	Cipher MNG Inc	Common Stock	$386K	30000	0.24%	SOLE
31	Invesco QQQ Trust	ETF	$364K	630	0.22%	SOLE
32	Dimensional World ex US Core Eq 2 ETF	ETF	$331K	9737	0.20%	SOLE
33	Vanguard FTSE Emerging Markets ETF	ETF	$251K	4645	0.15%	SOLE
34	Growgeneration Corp	Common Stock	$250K	227000	0.15%	SOLE
35	US Foods HLDG Corp	Common Stock	$235K	2552	0.14%	SOLE
36	JPMorgan Chase & Co	Common Stock	$225K	766	0.14%	SOLE
37	Ferguson Enterprises Inc	Common Stock	$207K	887	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.